Herold Advisors, Inc. Apple Inc. Transaction History

Herold Advisors, Inc.

$423 Million
Q2 2024

A detailed history of Herold Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Herold Advisors, Inc. holds 97,574 shares of AAPL stock, worth $21.5 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares

97,574

Previous 96,159 1.47%

Holding current value

$21.5 Million

Previous $16.5 Million 24.63%

% of portfolio

4.85%

Previous 4.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$165.0 - $216.67 $233,475 - $306,588	1,415 Added 1.47%	97,574 $20.6 Million
Q1 2024 May 10, 2024	BUY	$169.0 - $195.18 $658,593 - $760,616	3,897 Added 4.22%	96,159 $16.5 Million
Q4 2023 Feb 02, 2024	SELL	$166.89 - $198.11 $84,279 - $100,045	-505 Reduced 0.54%	92,262 $17.8 Million
Q3 2023 Nov 08, 2023	SELL	$170.43 - $196.45 $222,581 - $256,563	-1,306 Reduced 1.39%	92,767 $15.9 Million
Q2 2023 Jul 14, 2023	SELL	$160.1 - $193.97 $254,719 - $308,606	-1,591 Reduced 1.66%	94,073 $18.2 Million
Q1 2023 Apr 19, 2023	BUY	$125.02 - $164.9 $519,708 - $685,489	4,157 Added 4.54%	95,664 $15.8 Million
Q4 2022 Feb 14, 2023	BUY	$126.04 - $155.74 $1.01 Million - $1.24 Million	7,981 Added 9.56%	91,507 $11.9 Million
Q3 2022 Nov 08, 2022	BUY	$138.2 - $174.55 $55,970 - $70,692	405 Added 0.49%	83,526 $11.5 Million
Q2 2022 Jul 15, 2022	SELL	$130.06 - $178.44 $13,266 - $18,200	-102 Reduced 0.12%	83,121 $11.4 Million
Q1 2022 May 09, 2022	BUY	$150.62 - $182.01 $219,001 - $264,642	1,454 Added 1.78%	83,223 $14.5 Million
Q4 2021 Jan 20, 2022	SELL	$139.14 - $180.33 $37,985 - $49,230	-273 Reduced 0.33%	81,769 $14.5 Million
Q3 2021 Nov 03, 2021	BUY	$137.27 - $156.69 $11.3 Million - $12.9 Million	82,042 New	82,042 $11.6 Million

Others Institutions Holding AAPL

# of Institutions

5,672

Shares Held

8.98B

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.55T
Description
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...

More about AAPL

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Herold Advisors, Inc. Apple Inc. Transaction History